Cornerstone Planning Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
2025
Q1
$20.5K Buy
2024
Q4
$18.1K Hold
2024
Q3
$17.5K Sell
2024
Q2
$148K Sell
2024
Q1
$268K Sell
2023
Q4
$612K Buy
2023
Q3
$549K Buy
2023
Q2
$569K Buy
2022
Q4
$94.3K Buy